Responsibilities:
Managing and processing life insurance policy changes.
Determining and requesting the necessary documentation or paperwork needed to support a policy change.
Reviewing submitted documentation for accuracy and completion.
Responding to income emails, phone calls, and faxes promptly.
Calculating term conversion credits and agent's commissions.
Requirements for Success:
High School diploma or GED equivalent; with 1 year of customer service experience, financial services experience is preferred.
Ability to learn our life products, policies, provisions, and regulatory guidelines quickly.
Excellent verbal/written communication, attention to detail, and the ability to actively listen.
Ability to manage complex tasks utilizing an intermediate math/accounting skillset.
Proper time management and the ability to meet deadlines.
Willingness to learn/retain utilization of computer systems essential for the job functions, including Microsoft Office, and internal processing systems.
Ability to practice a high level of confidentiality, organization, and attention to detail.
IFBI Perks:
An organization that values work/life balance
Paid Vacation/Sick Leave
401K w/ Match
Potential for a yearly bonus with a possible payout of up to 20% of the salary
Benefits eligibility within 30 days of employment
Collaborate in a team environment
Paid volunteer hours
#HO
#LI-BB1
Education
Required
High School or better
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